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Jul 26
🧵1 The Air Defense Cost Asymmetry
The cost gap creates a major financial challenge for Ukraine when deploying defensive shields: The Western Disadvantage: Firing a $4 million U.S. Patriot missile to shoot down a $2 million Russian Iskander is financially draining. Image
2 Since hitting a fast ballistic target often requires launching two interceptors, Ukraine frequently spends $8 million to intercept a single $2 million threat. The Freyja Solution: The primary motivation behind Ukraine's domestic Freyja (FP-7X) program is flipping this math.
3 At an estimated $700,000 per interceptor, Ukraine can launch multiple defensive salvos while spending significantly less than the value of the incoming Russian ballistic missile.
Read 16 tweets
Jul 26
The Swindon drone-hub is centred on the former Honda automotive plant, itself the site of the Supermarine aircraft factory. New investment has come from Tekever and Stark to build drones, and other SMEs like Neros, Modini, DSEI Flyby and Munin Systems colocated. Image
MOD has established a the largest certified drone warfare testing facility in Europe at Panattoni Park in Swindon to support the site, which employs 200 people to enable businesses to rapidly bring their prototypes to market. bbc.com/news/articles/…
So far four major new drone factories have been built at the site, along with a cluster of smaller SMEs and R&D companies. Swindon has serveral advantages being close to the Defence Academy and army training areas on Salisbury Plain and having a deep engineering heritage. Image
Read 14 tweets
Jul 26
I want to do a little partly AI generated thread to push against this narative, partly from respect for our mothers and partly becasue we need more women politically active. I'll start with the UK and the 100 years of the suffrage movement and the persistent rejection from men for women's suffrage 1/
The women’s suffrage movement began in the uk around 1830 and full suffrage was granted to women citizens in 1928. The following is a summary of the bills that were introduced in the 100 or so years.
Key Legislative Rejections (1830–1928)
1832 Reform Act: Explicitly defined voters as "male persons", legally formalising the exclusion of women from parliamentary elections and defeating early petitions. [1]
1867 Mill Amendment: John Stuart Mill proposed replacing the word "man" with "person" in the Representation of the People Act 1867, which was defeated 196 to 73. [1]
1870 Women's Disabilities Removal Bill: Introduced by Jacob Bright, it passed its second reading but was ultimately destroyed in the committee stage under pressure from Prime Minister William Gladstone.
The "Annual" Private Bills (1870–1914): Suffrage measures were brought to the floor of the House of Commons nearly every year, resulting in the House voting on the division of women's suffrage 19 times before any measure finally became law via the Representation of the People Act 1918.
The Conciliation Bills (1910–1912): Three separate bipartisan compromise bills designed to extend the franchise to a limited group of women were sequentially defeated or dropped by the government.
Post-1918 Equal Franchise Attempts: Several bills seeking to lower the voting age for women from 30 to 21 to match men were introduced and rejected throughout the 1920s, until the Representation of the People (Equal Franchise) Act 1928 finally achieved equal universal suffrage. 2/
Men not only violently fought women's rights advocates in the streets, and sexually assaulted them, powerful men like Lord Asquith actively delayed women's suffrage against popular opinion in the parliment. Now for the US 3/
Read 8 tweets
Jul 26
SitRep - 25/07/26 - Tyumen refinery on fire

An overview of the daily events in Russia’s invasion of Ukraine. Ukraine struck more Wildberries hubs and struck the refinery in Tyumen.

REPOST=appreciated

1/X Image
Read 19 tweets
Jul 26
It isn't just the Climate Change Act that enforces Net Zero. The law fixes the destination, Carbon Budgets set the pace, delivery plans divide the burden, spatial plans allocate geography and regulators authorise the spending. Beyond democratic control. A thread 🧵 (1/n) Image
The UK has constructed a permanent system of carbon, environmental and spatial governance. It doesn't operate through one law or central office. The power lies in multiple institutions working together as a single machine (2/n)
The Climate Change Act fixes the emissions destination. Carbon budgets set the permitted pathway. (3/n)
Read 17 tweets
Jul 26
Ever bought an AC that promised to cool at 50°C, only to watch it struggle on a scorching day?

Do flexi-cap funds also have a striking similarity with such ACs? (Because they don’t always use their flexibility)

So, let’s look at some data that may surprise you. A 🧵
Flexi-cap funds promise something simple. They can shift freely between large, mid & small caps and ride whatever trend is working.

That promise made them the go-to ‘core fund’ in millions of portfolios.

But do they actually walk the talk?
Take a look at the top flexi-cap funds’ market cap allocation.

You realise that they unabashedly stay invested mostly in large caps. Image
Read 25 tweets
Jul 26
Ukrainian attack drones continued to target Russian-occupied Crimea overnight, hitting at least one major substation and power plant.

The power situation has become catastrophic in Crimea, with only hours of electricity available every few days for vast parts of the peninsula. Image
Saki, population 25k: Image
Alushta, population 30k, has suffered repeated multi day outages: Image
Read 9 tweets
Jul 26
I decided to round out the day with one final test... the Socket 7 motherboard that I got from the Retro Bits and Bytes Swap Meet. And I have good news to share. Time for a quick 🧵 Image
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This particular board is a Tomato TX98-3D. Did the fact that this board was labelled a "Tomato Board" encourage me to purchase it, even though I didn't really need it? Perhaps 😂 Image
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So, here we go, first power on! My POST card reader is looking good! I did have to choose the right speed in the BIOS, which is fine. And we can see that everything got detected nicely! Image
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Read 5 tweets
Jul 26
Am I being propagandized? Is this disinformation? I ask myself this question every single day before I analyze content and I still get it wrong and have to course correct. Luckily, I am privileged enough to have a very solid support system of brilliant people to bounce ideas off of and I am a strange person who likes to research and solve puzzles. I understand that most people don't have that much time. But there are some simple things you can do and keep in mind when looking at information to determine if it is being used to manipulate you. 🧵

Start with just four questions:

1. Are the underlying facts being claimed true.
2. Is this person's interpretation justified by the underlying facts.
3. Where did the original claim come from.
4. Is there evidence of deceptive coordination, bias or artificial amplification.

Statements can be true but missing really important content. Statements can be false without any malign influence. Statements can originate from a foreign country. Or they can benefit our adversaries more than us without originating from a foreign country.

Most importantly, people repeat things because this is how it works in the world of social media. Doesn't mean they are bad, biased or foreign funded. But if you care about the truth and your intentions are not to mislead people and you have any size following you should check before you repost things or amplify them. That is just my opinion, feel free to ignore it.
Evidence Ladder

1. Always go to the original source material
- complete video not just the clipped thirty second clip
-transcript not someone who just said what they said
-indictment, court documents or affidavit instead of social media descriptions

2. Independently verifiable records
- campaign finance disclosures
-corporate filings
-990s
-archived webpages
-contemporaneous news stories

3. Named source reporting with documents
-good reporting tells you what was verified, lets you examine documents, tells you who said things, what is uncertain and who has given their side of the story

4. Anonymous sources (PROCEED WITH EXTREME CAUTION)
-look at the prior bias if any of the reporter
-how many sources
-any corroborating evidence
-any other reporting that would help identify the possible source
-motives
-timing
-credibility of the newspaper that published the article
Always look for what I consider the tells of propaganda

- true fact without necessary context
- statistics and statements that reduce complex world events down to one sentence or one explanation
-emotional words chosen
- every mistake America makes means we are irredeemably corrupt framing
- foreign countries given a complete pass
- American alliances are always presented as domination
- criticism of one policy is expanded into total national delegitimization
- persistent asymmetry and predetermined destination
- facts and conclusions are wildly asymmetrical (American politicians handled COVID in the worst possible way translates to America developed covid on purpose and released it to insert conspiracy conclusion here)
Read 6 tweets
Jul 26
Got tired of the hate for Brodie Kemp's goal kicking, so I have decided to go full stat man John on the topic and do a deep dive to see if it really is worth the hate.

All stats for this thread come from Wheelo ratings:
wheeloratings.com/afl_xscores.ht…
First lets have a look at Carlton players who have had 10 or more set shots in 2026. Here they are sorted by accuracy (goals divided by shots) as you can see, Kemp is our 4th most accurate set shot, just above Will Hayward Image
However, this doesn't tell the full story, as where a set shot is taken from will drastically alter the shots accuracy.

To adjust for this, we use the set shot Rating. For those not familiar, every shot on goal is given an expected score based on the historical shots taken from
Read 12 tweets
Jul 26
🧵Russia brought nine tanks and a high-tech active defense shield to break the Ukrainian line at Dobropillya.

Ukraine destroyed all nine tanks, bypassed the shield, and forced the surviving Russian infantry to flee the battlefield on motorcycles. 1/🇺🇦🦩⬇️🧵
The Russian active defense shield, Arena-M, was supposed to swat incoming drones out of the sky. It worked exactly once.

It stopped the first FPV drone. The depleted shield left the tank completely naked for the second drone, which blew it apart. 2/
Near Pokrovsk, Russian commanders massed their infantry for a massive surprise assault.

Ukrainian intelligence simply watched them assemble. Rocket artillery wiped out the entire concentration before the attack order was even given. 3/
Read 14 tweets
Jul 26
Style becomes a lot more interesting when you stop thinking of clothes as a way to look younger, hotter, or richer. Or as a way to gain status and advance your career.

Let me show you. 🧵
The internet is full of people who post photos like these and tell you where you can buy the clothes shown. Often, this requires subscribing to their Substack or clicking their affiliate link, so they earn some money on the backend. Image
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This can be fine, but sometimes there's a not-so-subtle suggestion that you can transform your life by purchasing something. You can be happier, younger, richer, and more handsome by wearing a polo. In reality, you will continue being who you are and living your regular life. Image
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Read 20 tweets

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